FWP
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Firethorn Wealth Partners’s Lumen LUMN Stock Holding History

Firethorn Wealth Partners’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,539
Closed -$34.6K – 127
2023
Q1 		$34.6K Buy
+14,539
New +$58.7K 0.03% 122
2021
Q1 		– Sell
-10,000
Closed -$98K – 137
2020
Q4 		$98K Buy
+10,000
New +$98.7K 0.11% 102

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Firethorn Wealth Partners's LUMN Position: Q2 2023 in Review

Firethorn Wealth Partners sold out of Lumen (LUMN) in Q2 2023, closing a stake of 14,539 shares — an estimated $34.6K sold.

Firethorn Wealth Partners first reported a position in LUMN in Q4 2020 and held it in 2 quarters. The position peaked at $98K in Q4 2020. 554 funds tracked by Wall St. Rank hold LUMN as of Q2 2023.

  • Firethorn Wealth Partners reported no remaining Lumen position as of Q2 2023 after selling out during the quarter.
  • Firethorn Wealth Partners sold 14,539 Lumen shares in Q2 2023, an estimated $34.6K.
  • Firethorn Wealth Partners first reported a position in Lumen in Q4 2020 and held it in 2 quarters.
  • Firethorn Wealth Partners's Lumen position peaked at $98K in Q4 2020.
  • 554 funds tracked by Wall St. Rank held Lumen as of Q2 2023.

Based on Firethorn Wealth Partners's 13F filing for Q2 2023, filed 1 Aug 2023.